FinTrack Advisors receives a multitude of client queries every day related to financial planning, investment advice, and more. They use Deskhero's ticket management system to handle these effectively. However, the introduction of Deskhero's advanced AI capabilities has revolutionized their client support.
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, and uploaded files like investment guides and policy documents to suggest responses to incoming tickets. This has drastically reduced the response time, leading to improved client satisfaction.
In addition, Deskhero's AI also enhances the search results within the platform. When the support team needs to find specific financial information to assist a client, the AI delivers the most relevant results, saving valuable time and ensuring accurate responses.
The custom fields feature of Deskhero allows FinTrack Advisors to categorize tickets based on their unique business needs. This, combined with the AI's ability to suggest responses, has greatly improved the efficiency of their client support.
Overall, by leveraging Deskhero's advanced AI capabilities, FinTrack Advisors has been able to provide faster, more accurate client support, leading to higher client satisfaction and retention rates.
How does Deskhero's AI suggest responses to tickets?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, and uploaded files to generate suggested responses. It analyses the content of the incoming ticket and matches it with relevant content to suggest a suitable reply.
How does Deskhero's AI enhance search results?
When you search for specific information within Deskhero, the AI uses OpenAI Embeddings to deliver the most relevant results. It considers content from previous tickets, knowledge base articles, and uploaded files to improve the accuracy of the search results.
Can Deskhero's AI handle complex financial queries?
Yes, Deskhero's AI is designed to handle complex queries. It uses a vast amount of data from previous tickets, knowledge base articles, and uploaded files to generate accurate and detailed responses.
* This article provides an example of how a fictive company in the Accountants industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
